The chip industry is booming again, but only for companies building AI infrastructure
Silicon wafer shipments jumped 13% last year, and AI data centers are taking nearly all of it
Hyperscalers articles
Why the future of data centers might be smaller than you think
From spaceborne servers to backyard sheds, computing infrastructure is scaling down in surprising ways
AI boom drives record S&P 500 valuations, but Goldman Sachs warns of $1 trillion risk ahead
Investors debate how long Big Tech's AI spree can last
Nvidia's data center customers are postponing Blackwell chip orders due to overheating and other issues
Hyperscalers like Microsoft and AWS delay orders worth billions
The unsung heroes of chip sales: field application engineers
Solving problems, closing deals
Cisco shifts focus to AI with new infrastructure solutions
High-performance servers and switches target AI workloads
How to build a server in "100 easy steps": The growing pains of modern data centers
Configuring GPU data centers is proving to be a headache
Microsoft details its first AI SoC: Maia 100 promises affordable AI acceleration
Maia likely won't beat Nvidia's H100 in a race, but cheaper can't hurt sales
